Root Financial Partners
AUR icon

Root Financial Partners’s Aurora AUR Stock Holding History

Root Financial Partners’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$166 Buy
+30
New +$189 ﹤0.01% 3555
2026
Q2 		– Sell
-54
Closed -$222 – 635
2026
Q1 		$222 Buy
54
+12
+29% +$53 ﹤0.01% 3127
2025
Q4 		$161 Hold
42
– – ﹤0.01% 2301
2025
Q3 		$226 Buy
+42
New +$246 ﹤0.01% 2204

Other funds holding AUR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's AUR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Aurora (AUR) in Q3 2026: 30 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #3555 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AUR as recently as Q1 2026.

Root Financial Partners first reported a position in AUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $226 in Q3 2025. 264 funds tracked by Wall St. Rank hold AUR as of Q3 2026.

  • Root Financial Partners held 30 shares of Aurora worth $166 as of Q3 2026.
  • Aurora was a new Root Financial Partners position in Q3 2026.
  • Aurora made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3555 holding.
  • Root Financial Partners first reported a position in Aurora in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Aurora position peaked at $226 in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Aurora as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.